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  Wednesday, 8 October 2014
12:30 PM Successfully Defending Valuations During Estate & Gift Tax Exams  
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Webinar Time: 12:30 PM - 01:30 PM , Presentor: Carol Lewis , Charges: Free

It’s important to understand how to avoid and, if necessary, successfully survive an IRS exam related to a gift or estate tax return. Valuation issues are often at the core of these exams, the results of which can be incredibly expensive for taxpayers. BKD will present strategies for avoiding potential exams, details about issues being targeted by the IRS and how to successfully defend the valuation.

Learning Objectives

Upon completion of this webinar, participants will be able to:

  • Identify tactics to address IRS exam risk
  • Discuss potentially vulnerable valuation issues
  • Prepare key items to include in an audit response
  • Evaluate strategies for negotiating valuation discounts and other valuation issues under challenge
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  Wednesday, 15 October 2014
12:30 PM Bitcoin – Decrypting the Infamous Cryptocurrency   Tweet this Webinar 
Webinar Time: 12:30 PM - 01:30 PM , Presentor: Tom Haldiman , Charges: Free

Bitcoin is leading the way in the cryptocurrency movement as a new and exciting way to store and send money. This webinar will explain the fundamentals of Bitcoin, including what Bitcoin is and how you obtain and use bitcoins. We will take you through the history of Bitcoin, including the various risks and lawsuits involving Bitcoin. We’ll then look to the future of Bitcoin, including investment vehicles and start-up companies surrounding the Bitcoin economy.

Learning Objectives

Upon completion of this webinar, participants will be able to:

  • Describe the fundamental mechanics of Bitcoin, including how to obtain, store and use bitcoins
  • Explain the benefits and risks of Bitcoin and other cryptocurrencies
  • Discuss some of the lawsuits involving Bitcoin
  • Identify key websites that provide current information on Bitcoin
  • Recognize the potential of the technology beyond its use as a monetary exchange
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  Wednesday, 22 October 2014
12:30 PM They’re Here: Understanding Your Compliance Regulator’s Motivation   Tweet this Webinar 
Webinar Time: 12:30 PM - 01:30 PM , Presentor: Bill Rudolph , Charges: Free

When a compliance organization or regulator calls and tells you they’re coming to review your program or to investigate an issue, it’s important to understand the process, the possible motivation of your visitors and how your organization can best respond. During this webinar, you will learn the types of issues that give rise to a regulatory or compliance visit, the objectives and goals of these reviews and how to prepare for a visit.

Learning Objectives

Upon completion of this webinar, participants will be able to:

  • Discuss compliance investigations and how they begin
  • Decide how to respond to such investigations
  • Identify steps necessary to mitigate likelihood of an investigation into misconduct
  • Discuss steps to rectify issues identified during an investigation
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